Client Management

Knowing your clients is core to your business operations. Business Manager 365 bring you the ability track the history of each client, including where they came from such as Tradeshow, Referral, or Conference. 

The tracking features in Helpdesk Service Tickets, Project Tickets, Parts, Assets, Inventory, Billing, Reporting, Contracts, Appointments, and Tasks allows you to build an extensive knowledge base on each client you serve and analyze their buying patterns.

Business Manager 365

Client Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

Information is power, and Business Manager 365 Client Management allows your team to know more about your clients, allowing a higher level of reporting, tracking requirements, identifying key issues, and more responsiveness to specific client requirements.

Service technician using Business Manager 365 on a tablet